B. Riley Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
+1,507
| New | +$250K | 0.01% | 767 |
|
|
2024
Q4 | $297K | Sell |
1,755
-429
| -20% | -$72.7K | 0.01% | 872 |
|
|
2024
Q3 | $419K | Sell |
2,184
-645
| -23% | -$124K | 0.01% | 813 |
|
|
2024
Q2 | $520K | Buy |
2,829
+841
| +42% | +$155K | 0.01% | 798 |
|
|
2024
Q1 | $398K | Sell |
1,988
-269
| -12% | -$53.8K | 0.01% | 908 |
|
|
2023
Q4 | $421K | Buy |
2,257
+269
| +14% | +$50.2K | 0.01% | 907 |
|
|
2023
Q3 | $398K | Sell |
1,988
-1,220
| -38% | -$244K | 0.01% | 908 |
|
|
2023
Q2 | $801K | Sell |
3,208
-55
| -2% | -$13.7K | 0.02% | 643 |
|
|
2023
Q1 | $830K | Buy |
3,263
+119
| +4% | +$30.3K | 0.02% | 601 |
|
|
2022
Q4 | $728K | Sell |
3,144
-1,629
| -34% | -$377K | 0.02% | 650 |
|
|
2022
Q3 | $1.05M | Buy |
4,773
+3,032
| +174% | +$669K | 0.03% | 493 |
|
|
2022
Q2 | $375K | Sell |
1,741
-33
| -2% | -$7.11K | 0.02% | 780 |
|
|
2022
Q1 | $386K | Buy |
1,774
+76
| +4% | +$16.5K | 0.01% | 902 |
|
|
2021
Q4 | $329K | Sell |
1,698
-2
| -0.1% | -$388 | 0.01% | 1020 |
|
|
2021
Q3 | $289K | Buy |
1,700
+11
| +0.7% | +$1.87K | 0.01% | 1054 |
|
|
2021
Q2 | $295K | Buy |
+1,689
| New | +$295K | 0.01% | 1029 |
|
|
2018
Q2 | – | Sell |
-2,248
| Closed | -$225K | – | 695 |
|
|
2018
Q1 | $225K | Sell |
2,248
-195
| -8% | -$19.5K | 0.03% | 547 |
|
|
2017
Q4 | $279K | Buy |
2,443
+368
| +18% | +$42K | 0.04% | 477 |
|
|
2017
Q3 | $228K | Buy |
2,075
+141
| +7% | +$15.5K | 0.04% | 461 |
|
|
2017
Q2 | $209K | Sell |
1,934
-131
| -6% | -$14.2K | 0.04% | 466 |
|
|
2017
Q1 | $228K | Buy |
2,065
+112
| +6% | +$12.4K | 0.05% | 430 |
|
|
2016
Q4 | $203K | Buy |
+1,953
| New | +$203K | 0.04% | 460 |
|
|
2016
Q3 | – | Sell |
-2,091
| Closed | -$239K | – | 628 |
|
|
2016
Q2 | $239K | Sell |
2,091
-199
| -9% | -$22.7K | 0.05% | 479 |
|
|
2016
Q1 | $210K | Sell |
2,290
-434
| -16% | -$39.8K | 0.05% | 463 |
|
|
2015
Q4 | $245K | Buy |
2,724
+404
| +17% | +$36.3K | 0.05% | 427 |
|
|
2015
Q3 | $215K | Buy |
+2,320
| New | +$215K | 0.05% | 454 |
|
|
2015
Q1 | – | Sell |
-604
| Closed | -$63 | – | 1199 |
|
|
2014
Q4 | $63 | Buy |
+604
| New | +$63 | ﹤0.01% | 1972 |
|
|
2014
Q3 | – | Sell |
-4,217
| Closed | -$210K | – | 1200 |
|
|
2014
Q2 | $210K | Buy |
4,217
+1,920
| +84% | +$95.7K | 0.05% | 433 |
|
|
2014
Q1 | $240K | Buy |
+2,297
| New | +$240K | 0.07% | 320 |
|
|
2013
Q3 | – | Sell |
-1,508
| Closed | -$135K | – | 701 |
|
|
2013
Q2 | $135K | Buy |
+1,508
| New | +$135K | 0.05% | 464 |
|